Portfolio Finance Team Member - Asset Management

Description

Monitor portfolio-level risk metrics, perform sensitivity analysis, and scenario stress testing to identify impacts to performance.

Coordinate due diligence processes for project and portfolio refinancing across lenders, investors, consultants, and attorneys.

Lead Project Modeling

Own and maintain the financial modeling for operations stage projects including term loans, tax equity, back leverage, hybrid/holdco structures.

Support Financial Management

As part of Intersect’s Portfolio Management team, you’ll support the financial oversight of our growing portfolio of large-scale clean energy projects. You’ll play a key role in the management of structured finance agreements including non-recourse debt, tax equity, portfolio financings, and hybrid facilities while working closely with lenders, investors, consultants, and internal teams. Your analytical work and financial modeling will directly shape how our projects are managed, optimized, and capitalized, driving both growth and impact across Intersect’s platform.

Partner cross-functionally with Portfolio Finance, Asset Management, Operations, Construction, and FP&A Teams on budgeting, forecasting, and working capital analysis.

Forecast performance under different assumptions to support decision-making and optimize outcomes for key stakeholders.

Review key project contracts, economic terms, consultant reports, and third-party deliverables to ensure alignment and readiness for closing.

Contribute to corporate and project-level valuations to guide capital allocation and strategic decisions.

Support compliance with financing agreements, ensuring all covenants, deliverables, and reporting obligations are met.

Shape Strategy & Manage Risk

Requirements

Experience supporting complex project finance transactions and due diligence.

A Bachelor’s degree in Finance, Economics, Accounting, Statistics or equivalent experience.

Strong understanding of portfolio finance concepts: cash flow modeling, risk assessment, and asset/loan underwriting.

Familiarity with tax-advantaged transactions or U.S. power markets a plus.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

A collaborative mindset, strong communication skills, and the ability to simplify complex information for diverse audiences.

Advanced technical modeling skills (Excel, VBA, SQL or Python).

Experience with U.S. tax equity transactions strongly preferred.

2-4+ years of investment banking experience in renewables, power & utilities, or infrastructure.

Ability to track and interpret portfolio trends, understand drivers of performance and risk.

Ability to manage complex processes, balancing multiple stakeholders and aggressive timelines.

Drive Due Diligence & Execution

Benefits

Intersect has been a fully flexible workplace since its founding in 2016. We’ve been very intentional about the way we do things. We are not work-from-home, hybrid, or in-office – we are any and all of those options! Deepening social connections and offering shared experiences is a cornerstone of the way we work. We connect as a team at our Team Week experiences four times a year and at our recently established Hub locations - SF Bay Area, NYC Metro Area, NY; Denver, CO; Houston, TX; Calgary, AB; and Toronto, ON.

Health & wellness: 100% premium coverage for you and your dependents on medical, dental, and visionTime to recharge: Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year)Family support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via CarrotMental health: Free access to Ginger coaching and counseling, plus a Headspace account for mindfulness and meditationRetirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right trackPerks & extras: $150 monthly food stipend, pet insurance allowance, and full home office setupReady to use your financial expertise to accelerate the clean energy transition? Apply now and help scale the projects powering a cleaner future.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

We are currently looking for candidates located within 60 miles of any of the listed hubs to foster more in-person connections while maintaining our flexible remote culture.

Time to recharge: Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year)Family support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via CarrotMental health: Free access to Ginger coaching and counseling, plus a Headspace account for mindfulness and meditationRetirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right trackPerks & extras: $150 monthly food stipend, pet insurance allowance, and full home office setupReady to use your financial expertise to accelerate the clean energy transition? Apply now and help scale the projects powering a cleaner future.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Mental health: Free access to Ginger coaching and counseling, plus a Headspace account for mindfulness and meditationRetirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right trackPerks & extras: $150 monthly food stipend, pet insurance allowance, and full home office setupReady to use your financial expertise to accelerate the clean energy transition? Apply now and help scale the projects powering a cleaner future.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Compensation: $121,000 to $128,000 (total compensation includes base salary + bonus in USD)Health & wellness: 100% premium coverage for you and your dependents on medical, dental, and visionTime to recharge: Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year)Family support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via CarrotMental health: Free access to Ginger coaching and counseling, plus a Headspace account for mindfulness and meditationRetirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right trackPerks & extras: $150 monthly food stipend, pet insurance allowance, and full home office setupReady to use your financial expertise to accelerate the clean energy transition? Apply now and help scale the projects powering a cleaner future.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Retirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right trackPerks & extras: $150 monthly food stipend, pet insurance allowance, and full home office setupReady to use your financial expertise to accelerate the clean energy transition? Apply now and help scale the projects powering a cleaner future.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Location & Team GatheringsIntersect has been a fully flexible workplace since its founding in 2016. We’ve been very intentional about the way we do things. We are not work-from-home, hybrid, or in-office – we are any and all of those options! Deepening social connections and offering shared experiences is a cornerstone of the way we work. We connect as a team at our Team Week experiences four times a year and at our recently established Hub locations - SF Bay Area, NYC Metro Area, NY; Denver, CO; Houston, TX; Calgary, AB; and Toronto, ON.We are currently looking for candidates located within 60 miles of any of the listed hubs to foster more in-person connections while maintaining our flexible remote culture.About This RoleAs part of Intersect’s Portfolio Management team, you’ll support the financial oversight of our growing portfolio of large-scale clean energy projects. You’ll play a key role in the management of structured finance agreements including non-recourse debt, tax equity, portfolio financings, and hybrid facilities while working closely with lenders, investors, consultants, and internal teams. Your analytical work and financial modeling will directly shape how our projects are managed, optimized, and capitalized, driving both growth and impact across Intersect’s platform.Team OverviewWith expertise in tax equity, construction debt, back-leverage, corporate debt, and innovative financing structures, we oversee world-class clean reliable energy projects with co-located digital infrastructure and industrial loads. Our work spans every corner of the business, supporting Development, Construction, Operations, Engineering, Originations, Trading and beyond. Joining this team means applying financial expertise and discipline to a growing operational platform that is driving forward the clean energy transition at speed and scale.IMPORTANT NOTE: For the first 6 months the expectation is that you will be working closely with the Portfolio Finance (Capital Markets) as you get up trained on the operating projects.What You’ll DoLead Project Modeling• Own and maintain the financial modeling for operations stage projects including term loans, tax equity, back leverage, hybrid/holdco structures.• Forecast performance under different assumptions to support decision-making and optimize outcomes for key stakeholders. Support Financial Management• Partner cross-functionally with Portfolio Finance, Asset Management, Operations, Construction, and FP&A Teams on budgeting, forecasting, and working capital analysis. • Support compliance with financing agreements, ensuring all covenants, deliverables, and reporting obligations are met. Shape Strategy & Manage Risk• Monitor portfolio-level risk metrics, perform sensitivity analysis, and scenario stress testing to identify impacts to performance.• Contribute to corporate and project-level valuations to guide capital allocation and strategic decisions.Drive Due Diligence & Execution• Coordinate due diligence processes for project and portfolio refinancing across lenders, investors, consultants, and attorneys.• Review key project contracts, economic terms, consultant reports, and third-party deliverables to ensure alignment and readiness for closing.What You’ll Bring• A Bachelor’s degree in Finance, Economics, Accounting, Statistics or equivalent experience.• 2-4+ years of investment banking experience in renewables, power & utilities, or infrastructure.• Experience supporting complex project finance transactions and due diligence. • Strong understanding of portfolio finance concepts: cash flow modeling, risk assessment, and asset/loan underwriting.• Advanced technical modeling skills (Excel, VBA, SQL or Python).• Ability to track and interpret portfolio trends, understand drivers of performance and risk.• Experience with U.S. tax equity transactions strongly preferred.• Ability to manage complex processes, balancing multiple stakeholders and aggressive timelines.• Familiarity with tax-advantaged transactions or U.S. power markets a plus.• A collaborative mindset, strong communication skills, and the ability to simplify complex information for diverse audiences.Total RewardsAt Intersect, we support your well-being, growth, and balance with a comprehensive rewards package:Compensation: $121,000 to $128,000 (total compensation includes base salary + bonus in USD)Health & wellness: 100% premium coverage for you and your dependents on medical, dental, and visionTime to recharge: Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year)Family support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via CarrotMental health: Free access to Ginger coaching and counseling, plus a Headspace account for mindfulness and meditationRetirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right trackPerks & extras: $150 monthly food stipend, pet insurance allowance, and full home office setupReady to use your financial expertise to accelerate the clean energy transition? Apply now and help scale the projects powering a cleaner future.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Family support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via CarrotMental health: Free access to Ginger coaching and counseling, plus a Headspace account for mindfulness and meditationRetirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right trackPerks & extras: $150 monthly food stipend, pet insurance allowance, and full home office setupReady to use your financial expertise to accelerate the clean energy transition? Apply now and help scale the projects powering a cleaner future.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Total RewardsAt Intersect, we support your well-being, growth, and balance with a comprehensive rewards package:Compensation: $121,000 to $128,000 (total compensation includes base salary + bonus in USD)Health & wellness: 100% premium coverage for you and your dependents on medical, dental, and visionTime to recharge: Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year)Family support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via CarrotMental health: Free access to Ginger coaching and counseling, plus a Headspace account for mindfulness and meditationRetirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right trackPerks & extras: $150 monthly food stipend, pet insurance allowance, and full home office setupReady to use your financial expertise to accelerate the clean energy transition? Apply now and help scale the projects powering a cleaner future.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Perks & extras: $150 monthly food stipend, pet insurance allowance, and full home office setupReady to use your financial expertise to accelerate the clean energy transition? Apply now and help scale the projects powering a cleaner future.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Training + Development

Interview process

Visa Sponsorship

Security clearance